How to Use the Custify MCP in Cline

Q: Can Cline create new customer accounts in Custify?

Yes. Cline calls createcustomerprofile to register new users. It runs this tool, captures the validation status, and updates your project files with the new ID.

Q: Can I search customers by email using Cline?

Yes. Ask Cline to find a user, and it will invoke searchcustomersbykeyword with their email. It returns the matching profiles directly to your workspace.

Build real-time health dashboards in Cline using live Custify account data and automated workflows.

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Connect Custify MCP to Cline

Create your Vinkius account to connect Custify to Cline and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Custify with Cline

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Build custom customer health UI widgets inside Cline

The `get_customer_details` tool fetches raw health scores, segment memberships, and recent activities. Cline calls this tool to grab real-time metrics, then writes the exact React or Vue code needed to render a custom dashboard. It builds the front-end using live production data. Instead of mocking API responses, Cline pulls live data using `list_customer_kpis` via the MCP Server to ensure your components handle actual thresholds and metric definitions. You get a working, tested dashboard that talks to your real stack.

Audit account lists and domains directly in your editor

The `list_companies` tool pulls company IDs, domain details, and account-level association metrics. Cline runs this tool to scan your active accounts, cross-reference them with your local database, and find discrepancies. If it finds a missing domain, Cline uses `list_people` to fetch contacts associated with that account. It writes a script to patch the gaps, runs it, and shows you the diff before committing.

Automate internal notes and task updates

The `list_customer_notes` tool retrieves CRM notes and authorship metadata from Custify. Cline uses this tool to read past developer-customer interactions and summarize technical blockers. It then cross-references those blocks with `list_customer_success_tasks` to see if a success manager is already on it. If not, Cline drafts a task update file and formats it for your team's workflow.

Setup guide

Set up Custify MCP in Cline

Prerequisites

VS Code with Cline extension installed
Active Vinkius subscription with a valid endpoint token

1

Open Cline MCP settings

Click the Cline icon in the VS Code sidebar to open the Cline panel. Then click the MCP Servers icon (server stack) at the top-right corner of the panel.
2

Add a remote server

Click "Remote Servers" at the top, then click "Add Remote MCP". In the Name field, type custify-mcp. In the URL field, paste your Vinkius endpoint: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp. Get your token from cloud.vinkius.com.
3

Enable the server

After saving, the server appears in the Cline MCP panel. Toggle the switch to enable it. The status indicator turns green when the connection is live.
4

Start using tools

Return to the Cline chat and ask: "Check my latest Custify refund status." Cline will discover the available tools and request your approval before invoking each one — giving you full control over every action.

Cline MCP Settings

{
  "mcpServers": {
    "custify-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Custify. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Custify MCP in Cline

Open the Cline sidebar, click the MCP Servers icon, and paste the Vinkius server URL. You can also edit your local `cline_mcp_settings.json` file to add the server directly.

Yes. Cline calls `create_customer_profile` to register new users. It runs this tool, captures the validation status, and updates your project files with the new ID.

The Vinkius platform manages connection pooling and execution. Cline communicates through a single secure endpoint, ensuring your API requests are clean and handled reliably.

Yes. Ask Cline to find a user, and it will invoke `search_customers_by_keyword` with their email. It returns the matching profiles directly to your workspace.

Data flows directly between your AI client and the Custify API. This MCP Server runs in zero-trust ephemeral environments, meaning your profiles, notes, and tasks are never cached or exposed to third parties.

Use it with your favorite AI tools

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